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Connor, Clark & Lunn Private Capital Ltd.

PRI reporting framework 2019

You are in Indirect – Manager Selection, Appointment and Monitoring » Outputs and outcomes

Outputs and outcomes

SAM 08. Percentage of externally managed assets managed by PRI signatories (Private)


SAM 09. Examples of ESG issues in selection, appointment and monitoring processes

09.1. Provide examples of how ESG issues have been addressed in the manager selection, appointment and/or monitoring process for your organisation during the reporting year.

Topic or issue
          Additional ESG screen
        
Conducted by
Asset class
Scope and process

Client asked for additional ESG screen in addition to their current screening methodology. This screen is provided by a third party. Connor, Clark & Lunn Private Capital helped arrange for the additional screening methodology and setup constraint monitoring to ensure those names are excluded from the client's investable universe.

Outcomes

Client's assets now utilize additional ESG screens for their global and domestic equity mandates. This satisfied the client's investment objectives and constraints.

Topic or issue
          Proxy Voting
        
Conducted by
Asset class
Scope and process

Client wish to learn more about the investment managers ESG process and, specifically, proxy voting record. Client uses multiple external asset managers and was researching how each asset manager handled proxy voting.

Outcomes

Connor, Clark & Lunn Private Capital arranged an information gathering meeting to obtain additional details on how ESG factors are incorporated into the asset manager's investment process and, specifically, what the statistical proxy voting record has been.

Topic or issue
          Social screens / controversial weapons
        
Conducted by
Asset class
Scope and process

Prospect with an investment mandate that excludes particular industry and/or business activities that do not align with their social values, and specifically, controversial weapons. These activities are very specific and unique and not commonly screened from investable universe.

Outcomes

Connor, Clark & Lunn Private Capital did research into these specific industries and business activities and provided guidance as to how the Prospect could potentially align an investment strategy with these particular values.

 

Topic or issue
          Carbon footprint audit
        
Conducted by
Asset class
Scope and process

Client was interested in measuring the carbon footprint of their assets managed by Connor, Clark & Lunn Private Capital.  They engaged with a third party service provider.

Outcomes

We provided data and analysis and feedback response based upon the analysis by the third party service provider.

09.2. Additional information.


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